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SPDR Portfolio Developed World ex-US ETF

871 hedge funds and large institutions have $16B invested in SPDR Portfolio Developed World ex-US ETF in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 417 increasing their positions, 249 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
871
Holders Change
+24
Holders Change %
+2.83%
% of All Funds
12.67%
Holding in Top 10
123
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+10.81%
% of All Funds
1.79%
New
73
Increased
417
Reduced
249
Closed
34
Calls
$137K
Puts
$1K
Net Calls
+$136K
Net Calls Change
+$6K
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
276
Belpointe Asset Management
Nevada
$4.29M +$1M +28,582 +30%
CWA
277
Clarus Wealth Advisors
Arizona
$4.25M -$65.3K -1,808 -2%
FPWM
278
FSB Premier Wealth Management
Iowa
$4.25M +$70.8K +2,017 +2%
ACP
279
Aveo Capital Partners
Colorado
$4.23M +$1.77M +50,499 +72%
BSHC
280
Breed's Hill Capital
Massachusetts
$4.22M
WA
281
WBH Advisory
Maryland
$4.12M +$39.1K +1,115 +1%
HWA
282
Heartwood Wealth Advisors
Virginia
$4.06M
Mercer Global Advisors
283
Mercer Global Advisors
Colorado
$4.06M -$5.21M -148,471 -56%
FLI
284
Family Legacy Inc
South Carolina
$4.05M +$73.4K +2,091 +2%
BWM
285
BCS Wealth Management
Tennessee
$3.9M +$285K +8,115 +8%
OCM
286
One Capital Management
California
$3.89M +$2.22M +63,173 +132%
HT
287
Heritage Trust
Oklahoma
$3.86M
KFP
288
Keener Financial Planning
Texas
$3.83M -$2.91K -83 -0.1%
SWM
289
Spire Wealth Management
Virginia
$3.82M -$91.8K -2,617 -2%
LIA
290
LBMC Investment Advisors
Tennessee
$3.78M +$41.4K +1,181 +1%
CAPTRUST Financial Advisors
291
CAPTRUST Financial Advisors
North Carolina
$3.78M -$53K -1,510 -1%
SQA
292
Simon Quick Advisors
New Jersey
$3.74M -$442K -12,601 -11%
EA
293
Eclectic Associates
California
$3.73M -$23.4K -667 -0.6%
CSPAM
294
Cary Street Partners Asset Management
Virginia
$3.72M +$1.13M +32,188 +44%
APW
295
Austin Private Wealth
Texas
$3.71M +$1.09M +31,192 +42%
VPP
296
Vertex Planning Partners
Illinois
$3.66M +$199K +5,661 +6%
GSC
297
G&S Capital
Colorado
$3.66M +$117K +3,234 +3%
CAMV
298
Concord Asset Management (Virginia)
Virginia
$3.64M -$91.4K -2,605 -2%
AG
299
Ascent Group
Virginia
$3.63M +$922K +26,296 +34%
SF
300
Symphony Financial
Texas
$3.61M +$3.61M +103,057 New